RF

RHS Financial Portfolio holdings

AUM $193M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.82M
3 +$3.72M
4
BHK icon
BlackRock Core Bond Trust
BHK
+$3.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.61%
2 Financials 1.6%
3 Healthcare 0.72%
4 Consumer Discretionary 0.67%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$255K 0.37%
+5,537
52
$253K 0.37%
+39,728
53
$244K 0.35%
+10,706
54
$233K 0.34%
+6,646
55
$225K 0.32%
+3,722
56
$211K 0.3%
+1,920
57
$202K 0.29%
+4,465
58
$130K 0.19%
+13,195